David Rendell

David Rendell

Private Wealth Adviser (Auckland & Northland)

Certified Financial Planner CM (CFPCM)

David is a Financial Adviser and has over 20 years of international work experience in the Financial Services industry. He has been providing consultative advice to clients and businesses since 1998.

Originally from the United Kingdom, he has worked with some of the world’s largest banks and building societies, providing investment and financial planning advice. David has been working with Trustees Executors since 2011 and is also a Certified Financial Planner CM (CFPCM).

David prides himself on using his extensive financial knowledge, professionalism and easy-going manner to allow clients to achieve their financial goals within an environment that best suits their needs. He will consult with you to ensure that he fully understands your needs and provides you with clear investment explanations and sound financial advice, which will enable you to make fully informed decisions. David is passionate about building long-term, productive client/adviser relationships which help his clients grow and protect their wealth. He is approachable and takes a solutions-based approach to work and life.